Tax Advisor

Wealth Enhancement Group, LLC; United States; Remote; USD 115,000 - 135,000; Full time

Benefits offered by this job

Health insurance

401k with match

Paid time off

Life insurance

Dental & Vision

Job summary

Wealth Enhancement Group is seeking a Tax Advisor to independently manage an assigned WETCS client portfolio and deliver high-quality tax preparation, planning, and advisory services. This remote role partners with WE Financial Advisor teams to optimize after-tax value and ensure timely, accurate client work.

The position emphasizes client relationships, proactive tax guidance, and leadership in applying AI tools to improve service quality while maintaining compliance and deadlines.

Qualifications

• Bachelor's degree in accounting, taxation, finance, business, or related field required; accounting degree preferred.
• CPA, Enrolled Agent, or JD required.
• Minimum of 7 years of progressive tax compliance, planning, and advisory experience, including complex individual income tax preparation and review.
• Experience working directly with high-net-worth individuals and families and providing tax planning and projections.
• Experience with equity compensation, trust and estate planning, multi-state taxation, retirement planning, charitable giving strategies, business owners, and closely held businesses preferred.
• Demonstrated ability to independently manage a client portfolio, lead client meetings, and manage multiple deadlines.

Responsibilities

• Lead client meetings to discuss tax preparation, planning opportunities, questions, and recommendations.
• Prepare, review, and sign federal, state, and local income tax returns, including complex entity returns.
• Provide year-round tax planning and practical guidance, including equity compensation, trusts/estates, multi-state taxation, and retirement planning.
• Leverage AI tools to increase efficiency while ensuring accuracy, privacy, and compliance.
• Collaborate with Financial Advisor teams to identify tax considerations within the client’s financial plan.
• Manage client deadlines, deliverables, information requests, and engagement status.

Skills

Client relationship mgmt

Proactive tax guidance

Team collaboration

Written and verbal communication

Remote work capability

Education

Bachelor's degree in accounting or finance

CPA/EA/JD

7+ years tax compliance/planning experience

Experience with high-net-worth clients

Equity compensation, trusts/estates, multi-state taxation

Strong analytical skills

Tools

CCH Axcess

Bloomberg Tax Planner

Tax research platforms

Job description

About Wealth Enhancement

Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

Tax Advisor Role

The Tax Advisor independently manages an assigned portfolio of WETCS (Wealth Enhancement Tax and Consulting Services) clients and delivers high-quality tax preparation, planning, and advisory services. As the primary tax contact, the Tax Advisor partners closely with clients and Wealth Enhancement (WE) Financial Advisor teams to provide proactive, practical tax guidance within the client’s broader financial relationship. This client-facing role is accountable for the client relationship, final work product, deadlines, and overall quality of service. The Tax Advisor may leverage junior staff, approved tax software, workflow tools, automation, and artificial intelligence while retaining ownership of client outcomes. This position has no sales, business development, or revenue-generation requirements. This is a Remote position.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $115,000.00 to $135,000.00, exclusive of bonuses and benefits. The entire salary grade for those who are classified as this level is $87,400.00 - $131,000.00. However, the base salary range bolded above ($115,000.00 to $135,000.00) is what we expect to pay as a starting range for this position.

Client Service

Independently manage an assigned portfolio of WETCS clients and serve as the primary tax contact for clients and their Financial Advisor teams. Collaborate with financial advisors to help identify tax opportunities and create greater after-tax value. Lead client meetings to discuss tax preparation, planning opportunities, questions, and recommendations. Manage client deadlines, deliverables, information requests, estimated payments, extensions, notices, and follow-up items. Maintain organized client records and proactively communicate engagement status, next steps, and outstanding items. Communicate complex tax concepts clearly and provide proactive, timely, professional, and client-focused services. Identify complex or high-risk matters and involve WETCS leadership or other specialists when appropriate.

Tax Preparation, Planning & Advisory

Prepare, review, and sign federal, state, and local income tax returns, with a primary focus on complex and high-net-worth individual returns. Prepare, review, and sign partnership, S corporation, C corporation, trust, estate, and other returns based on client needs and the Tax Advisor’s experience. Prepare tax projections, estimated tax calculations, and amended returns, while proactively identifying tax savings opportunities. Provide year-round tax planning and practical guidance, including matters involving equity compensation, trusts and estates, multi-state taxation, business owners, retirement planning, and charitable giving. Conduct tax research and develop recommendations on complex tax matters. Review, respond to, and resolve federal and state tax notices. Represent clients before federal and state taxing authorities and assist with audits and examinations. Collaborate with Financial Advisor teams to identify tax considerations relevant to the client’s financial plan.

Technology & Staff

Leverage Use approved tax software, workflow tools, automation, and AI technology to efficiently manage client responsibilities. Delegate appropriate preparation and support work to junior staff. Review delegated and technology-assisted work for accuracy and completeness. Provide direction and technical guidance to junior staff while maintaining responsibility for the final work product.

Workflow & Team Collaboration

Manage competing client priorities and filing deadlines while maintaining accurate engagement status and adhering to WETCS standard procedures, documentation expectations, and compliance requirements. Attend and participate in scheduled team meetings. Proactively communicate potential capacity, deadline, or client-service issues. Collaborate with Tax Advisors, Financial Advisor teams, and other WETCS and WEG colleagues to share technical knowledge and best practices. Contribute to process improvements, operational efficiencies, technical training, and continuous improvement initiatives.

Improve Service Quality by Using AI and Digital Tools

Use approved AI and digital tools to simplify work, improve service quality and increase efficiency, while validating outputs for accuracy, privacy and business alignment. Identify and elevate inaccurate information and knowledge gaps, or issues related to digital tools.

Education & Qualifications

• Bachelor's degree in accounting, taxation, finance, business, or related field required; accounting degree preferred.
• CPA, Enrolled Agent, or JD required.
• Minimum of 7 years of progressive tax compliance, planning, and advisory experience, including complex individual income tax preparation and review.
• Experience working directly with high-net-worth individuals and families and providing tax planning and projections.
• Experience with equity compensation, trust and estate planning, multi-state taxation, retirement planning, charitable giving strategies, business owners, and closely held businesses preferred.
• Demonstrated ability to independently manage a client portfolio, lead client meetings, and manage multiple deadlines.
• Strong verbal and written communication skills, professional judgment, analytical ability, and attention to detail.
• Proficiency in CCH Axcess, Bloomberg Tax Planner (BNA), and tax research platforms preferred.
• Comfortable delegating work and leveraging professional tax software, automation, workflow tools, and approved AI technology.
• Stay current on tax laws, regulations, and industry developments through ongoing professional education and completion of required CPE hours.
• Accountable, organized, responsive, proactive, and committed to high-quality client service.
• Able to communicate complex tax matters in a clear, practical, and client-friendly manner.
• Comfortable working independently in a fully remote environment while collaborating with a broader team.
• Proficient at using AI and digital tools.
• This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

Compensation

Base salary range: $115,000.00 to $135,000.00, exclusive of bonuses and benefits.

Entire salary grade for those who are classified as this level: $87,400.00 - $131,000.00.

Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony.

You may be eligible to participate in the following benefits & development opportunities:

• Training and professional development
• Medical, dental and vision coverage (Available to full-time employees and their families)
• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
• Life and AD&D insurance - employer paid and voluntary options
• Short-term and long-term disability, workers compensation - employer paid
• 401k with match and profit sharing
• Wellness programs and resources
• Voluntary benefits, including pet insurance
• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
• 12 paid holidays each year (10 pre-determined and 2 floating days)
• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Equal Opportunity & Compliance

Equal Opportunity Employer, including disabled and veterans.

This organization participates in E-Verify.

We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status.

Application Information

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700. Information provided on this application will be kept confidential and only be shared with those involved in the selection process.

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness.